{
  "report_id": "theme_healthcare_technology_and_aging_demand_node_care_delivery_site_capacity",
  "report_type": "theme_value_chain_node",
  "site_path": "themes/healthcare-technology-and-aging-demand/nodes/care-delivery-and-site-capacity/index.html",
  "title": "Care Delivery And Site Capacity",
  "as_of": "2026-06-13",
  "generated_at": "2026-06-13T13:09:50-07:00",
  "freshness": {
    "price_data_as_of": "2026-06-12",
    "daily_ohlc_latest": "2026-06-12",
    "chart_interval": "weekly",
    "knowledge_reviewed_as_of": "2026-06-13",
    "web_research_as_of": "2026-06-13",
    "api_required": true
  },
  "revision": {
    "version": 2,
    "updated_label": "Latest node-page contract reformat with setup visual, basket cards, evidence board, and updated source caveats",
    "metadata_path": "themes/healthcare-technology-and-aging-demand/nodes/care-delivery-and-site-capacity/report.json",
    "curation_source": "Implementation worker reformat using reports-value-chain-node-pages, local knowledge lanes, bounded web checks, and read-only discovery daily_ohlc"
  },
  "node": {
    "slug": "care-delivery-and-site-capacity",
    "order": 2,
    "level": "L3 utilization-conversion node",
    "role": "Converts older-patient demand into hospital, outpatient, dialysis, behavioral, rehab, and alternate-site care volume.",
    "description": "Care delivery and site capacity is the operating layer where aging demand becomes billable admissions, outpatient procedures, dialysis treatments, behavioral patient days, inpatient rehab discharges, and home or alternate-site infusion starts. The page ranks the basket by site-capacity conversion, source quality, and current operating proof."
  },
  "ticker_baskets": {
    "core": [
      "HCA",
      "DVA",
      "UHS"
    ],
    "option": [],
    "watch": [
      "THC",
      "EHC",
      "SGRY",
      "ACHC",
      "OPCH"
    ]
  },
  "ranking_method": {
    "inputs": [
      "10 primary subagent research lenses",
      "one merge/select subagent",
      "portfolio-manager knowledge index and linked lanes",
      "read-only discovery daily_ohlc coverage and weekly EMA query",
      "bounded official/web source checks"
    ],
    "priority_order": [
      "direct care-site capacity and utilization conversion",
      "source-backed operating evidence",
      "official-source support for source-gap candidates",
      "reimbursement, labor, legal, leverage, and collection risk",
      "technical setup and chart freshness"
    ],
    "merged_rank": [
      "HCA",
      "THC",
      "EHC",
      "DVA",
      "UHS",
      "SGRY",
      "ACHC",
      "OPCH"
    ],
    "formal_core_preserved": [
      "HCA",
      "UHS",
      "DVA"
    ]
  },
  "chart_artifacts": [
    {
      "chart_id": "chart-hca",
      "ticker": "HCA",
      "source_table": "daily_ohlc",
      "chart_interval": "weekly",
      "aggregation": "weekly bars grouped from daily rows by calendar week; open is first row, high is weekly max, low is weekly min, close is final row, volume is summed",
      "indicators": [
        "20w_ema",
        "100w_ema",
        "weekly_volume",
        "20w_average_volume"
      ],
      "price_data_as_of": "2026-06-12",
      "visible_years": 3,
      "rendering": "report_api",
      "fallback_table": false
    },
    {
      "chart_id": "chart-thc",
      "ticker": "THC",
      "source_table": "daily_ohlc",
      "chart_interval": "weekly",
      "aggregation": "weekly bars grouped from daily rows by calendar week; open is first row, high is weekly max, low is weekly min, close is final row, volume is summed",
      "indicators": [
        "20w_ema",
        "100w_ema",
        "weekly_volume",
        "20w_average_volume"
      ],
      "price_data_as_of": "2026-06-12",
      "visible_years": 3,
      "rendering": "report_api",
      "fallback_table": false
    },
    {
      "chart_id": "chart-ehc",
      "ticker": "EHC",
      "source_table": "daily_ohlc",
      "chart_interval": "weekly",
      "aggregation": "weekly bars grouped from daily rows by calendar week; open is first row, high is weekly max, low is weekly min, close is final row, volume is summed",
      "indicators": [
        "20w_ema",
        "100w_ema",
        "weekly_volume",
        "20w_average_volume"
      ],
      "price_data_as_of": "2026-06-12",
      "visible_years": 3,
      "rendering": "report_api",
      "fallback_table": false
    },
    {
      "chart_id": "chart-dva",
      "ticker": "DVA",
      "source_table": "daily_ohlc",
      "chart_interval": "weekly",
      "aggregation": "weekly bars grouped from daily rows by calendar week; open is first row, high is weekly max, low is weekly min, close is final row, volume is summed",
      "indicators": [
        "20w_ema",
        "100w_ema",
        "weekly_volume",
        "20w_average_volume"
      ],
      "price_data_as_of": "2026-06-12",
      "visible_years": 3,
      "rendering": "report_api",
      "fallback_table": false
    },
    {
      "chart_id": "chart-uhs",
      "ticker": "UHS",
      "source_table": "daily_ohlc",
      "chart_interval": "weekly",
      "aggregation": "weekly bars grouped from daily rows by calendar week; open is first row, high is weekly max, low is weekly min, close is final row, volume is summed",
      "indicators": [
        "20w_ema",
        "100w_ema",
        "weekly_volume",
        "20w_average_volume"
      ],
      "price_data_as_of": "2026-06-12",
      "visible_years": 3,
      "rendering": "report_api",
      "fallback_table": false
    },
    {
      "chart_id": "chart-sgry",
      "ticker": "SGRY",
      "source_table": "daily_ohlc",
      "chart_interval": "weekly",
      "aggregation": "weekly bars grouped from daily rows by calendar week; open is first row, high is weekly max, low is weekly min, close is final row, volume is summed",
      "indicators": [
        "20w_ema",
        "100w_ema",
        "weekly_volume",
        "20w_average_volume"
      ],
      "price_data_as_of": "2026-06-12",
      "visible_years": 3,
      "rendering": "report_api",
      "fallback_table": false
    },
    {
      "chart_id": "chart-achc",
      "ticker": "ACHC",
      "source_table": "daily_ohlc",
      "chart_interval": "weekly",
      "aggregation": "weekly bars grouped from daily rows by calendar week; open is first row, high is weekly max, low is weekly min, close is final row, volume is summed",
      "indicators": [
        "20w_ema",
        "100w_ema",
        "weekly_volume",
        "20w_average_volume"
      ],
      "price_data_as_of": "2026-06-12",
      "visible_years": 3,
      "rendering": "report_api",
      "fallback_table": false
    },
    {
      "chart_id": "chart-opch",
      "ticker": "OPCH",
      "source_table": "daily_ohlc",
      "chart_interval": "weekly",
      "aggregation": "weekly bars grouped from daily rows by calendar week; open is first row, high is weekly max, low is weekly min, close is final row, volume is summed",
      "indicators": [
        "20w_ema",
        "100w_ema",
        "weekly_volume",
        "20w_average_volume"
      ],
      "price_data_as_of": "2026-06-12",
      "visible_years": 3,
      "rendering": "report_api",
      "fallback_table": false
    }
  ],
  "links_out": [
    "theme_healthcare_technology_and_aging_demand",
    "sector_health_care",
    "theme_health_care_policy_reimbursement_dispersion",
    "theme_funding_dependency_and_duration_tolerance",
    "security_hca",
    "security_uhs",
    "security_dva"
  ],
  "knowledge_sources": [
    "../../../../../knowledge/wiki/index.md",
    "../../../../../knowledge/wiki/lanes/sector/health-care.md",
    "../../../../../knowledge/wiki/concepts/themes/health-care-policy-reimbursement-dispersion.md",
    "../../../../../knowledge/wiki/concepts/themes/funding-dependency-and-duration-tolerance.md",
    "../../../../../knowledge/wiki/lanes/security/hca.md",
    "../../../../../knowledge/wiki/lanes/security/uhs.md",
    "../../../../../knowledge/wiki/lanes/security/dva.md"
  ],
  "external_sources": [
    {
      "label": "HCA Healthcare Q1 2026 results",
      "url": "https://investor.hcahealthcare.com/news/news-details/2026/HCA-Healthcare-Reports-First-Quarter-2026-Results/default.aspx"
    },
    {
      "label": "Universal Health Services Q1 2026 results",
      "url": "https://ir.uhs.com/news-releases/news-release-details/universal-health-services-inc-announces-financial-results-2"
    },
    {
      "label": "DaVita Q1 2026 results exhibit",
      "url": "https://www.sec.gov/Archives/edgar/data/927066/000092706626000060/dva33126ex991.htm"
    },
    {
      "label": "Tenet Q1 2026 results",
      "url": "https://investor.tenethealth.com/press-releases/press-release-details/2026/Tenet-Reports-Strong-First-Quarter-2026-Results/default.aspx"
    },
    {
      "label": "Encompass Health Q1 2026 results exhibit",
      "url": "https://www.sec.gov/Archives/edgar/data/785161/000078516126000128/ehcearningsrelease33126.htm"
    },
    {
      "label": "Surgery Partners Q1 2026 results",
      "url": "https://ir.surgerypartners.com/news-releases/news-release-details/surgery-partners-inc-announces-first-quarter-2026-results"
    },
    {
      "label": "Acadia Healthcare investor press-release route checked; Q1 2026 revenue not verified",
      "url": "https://www.acadiahealthcare.com/investors/press-releases/article/?id=16896"
    },
    {
      "label": "Option Care Health Q1 2026 results",
      "url": "https://investors.optioncarehealth.com/news-releases/news-release-details/option-care-health-announces-financial-results-first-quarter-4"
    },
    {
      "label": "CMS FY2027 IPPS proposed rule fact sheet",
      "url": "https://www.cms.gov/newsroom/fact-sheets/fy-2027-hospital-inpatient-prospective-payment-system-ipps-long-term-care-hospital-prospective"
    },
    {
      "label": "CMS CY2026 physician fee schedule final rule fact sheet",
      "url": "https://www.cms.gov/newsroom/fact-sheets/calendar-year-cy-2026-medicare-physician-fee-schedule-final-rule-cms-1832-f"
    },
    {
      "label": "HCA Healthcare events page",
      "url": "https://investor.hcahealthcare.com/events-and-presentations/default.aspx"
    },
    {
      "label": "Nasdaq HCA earnings calendar page",
      "url": "https://www.nasdaq.com/market-activity/stocks/hca/earnings"
    }
  ],
  "discovery_sources": [
    {
      "kind": "report_api",
      "label": "Selected security chart endpoint",
      "query_ref": "report-api:/api/securities/{ticker}/chart?frequency=weekly&window=3y&as_of=latest"
    },
    {
      "kind": "duckdb_readonly_query",
      "label": "Care Delivery And Site Capacity weekly OHLC and EMA setup inputs",
      "query_ref": "discovery:duckdb:daily_ohlc_weekly_aggregation_20w_100w_ema:care-delivery-and-site-capacity:2026-06-12"
    },
    {
      "kind": "discovery_status",
      "tickers": [
        "HCA",
        "THC",
        "EHC",
        "DVA",
        "UHS",
        "SGRY",
        "ACHC",
        "OPCH"
      ]
    }
  ],
  "known_gaps": [
    "THC, EHC, SGRY, ACHC, and OPCH do not yet have durable local security lanes.",
    "Formal metadata core remains HCA, UHS, and DVA until source-gap candidates get canonical lanes or equivalent report-side source packages.",
    "EHC is routed here as an operator rather than to senior housing because the economics are discharges, staffed beds, revenue per discharge, and payer authorization.",
    "OPCH has the weakest current operating proof because the alternate-site infusion model fits the theme better than the latest revenue, authorization, and EBITDA evidence.",
    "Static setup thresholds from the prior 2026-06-11 node package are stale versus local daily_ohlc through 2026-06-12 and must be refreshed before use as current trading evidence.",
    "ACHC latest-quarter revenue and next-earnings date were not verified in this worker's accessible official-source pass.",
    "THC, EHC, SGRY, ACHC, and OPCH next-earnings dates remain not confirmed because official events pages or accessible credible calendar pages did not provide concrete dates in this worker pass."
  ]
}